See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,023 | $96,484+2.6% | $156,263-36.6% | $74,304+33.3% |
| Participation rate | 38.8% | 67.7%-28.8pp | 78.9%-40.1pp | 60.3%-21.5pp |
| Annual return | 16.66% | 17.73%-1.1pp | 59.47%-42.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,518 | $2,528-40.0% | $4,333-65.0% | $2,241-32.3% |
| Participant deferral / active EE | $3,174 | $4,286-26.0% | $6,158-48.5% | $3,767-15.8% |
| Admin fee / account holder | $8,914 | $3,728+139.1% | $14,255-37.5% | $2,969+200.3% |